Wealth Management

Rethinking Retirement: How the Concept Has Evolved and How We Help Our Clients Plan and Prepare

Retirement has long been considered the golden years of one’s life, a period to enjoy the fruits of decades of hard work. However, as our society, economy, and individual expectations have evolved, so has the retirement concept. In this blog post, we will explore the changing landscape of retirement and share how I help our […]

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Do investment providers need to adapt their language to reach more women?

New research has found that there is a £15bn gap between the value of investments made by millennial and generation X women and men. This suggests that investment providers are failing to connect with a female audience. The research, carried out by research fim Kantar TNS, found that women aged between 21 and 53 hold

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